Managing Director, M&A & Growth Advisory

BDO USA, LLP; City of Rochester (NY); On-site; USD 250,000 - 350,000; Full time

Job summary

BDO USA, LLP in New York is seeking a Managing Director for BDO Capital Advisors to lead mergers and acquisitions advisory, drive business development, and oversee the execution team to deliver timely, high-quality client outcomes.

The role requires entrepreneurial, metrics-driven mindset, 10+ years in corporate finance, and proven leadership across VP-level staff, with strong proficiency in financial analysis and client negotiations.

Qualifications

• Bachelor's Degree in Accounting or Finance, required.
• MBA degree, required.
• Ten (10) or more years of experience at an investment bank or similar corporate finance vertical, required.
• Experience at a middle market investment bank, preferred.
• Experience successfully managing and leading a team of VP's, associates and/or analysts both in person and remotely, preferably at a regional boutique or middle market bank, required.

Responsibilities

• Executes buy-side and sell-side transaction advisory engagements, managing financial and business due diligence assistance for companies, and private equity or debt investors.
• Engages in business development activities by marketing services to both external clients and internal partners, developing client networks, and supporting efforts in developing and executing sales and marketing strategies.
• Networks with prospects to build revenue producing relationships.
• Analyzes client's data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions.
• Reviews transaction documents, providing insights to clients for negotiations.
• Identifies pre- and post-close business opportunities and enhances go-to market strategies.
• Commits to satisfying internal and external customers.
• Performs 100% of job duties in the office.
• Other duties as assigned.

Skills

Business acumen

Analytical skills

Problem-solving

Time management

Communication skills

Team player

Travel availability

Education

Bachelor's Degree in Accounting or Finance

MBA

Tools

Microsoft Office Suite

Job description

BDO USA, LLP in New York is seeking a Managing Director for BDO Capital Advisors to lead mergers and acquisitions advisory, drive business development, and oversee the execution team to deliver timely, high-quality client outcomes.

The role requires entrepreneurial, metrics-driven mindset, 10+ years in corporate finance, and proven leadership across VP-level staff, with strong proficiency in financial analysis and client negotiations.